Document Management

Reduce the Burden of Paper-Based Systems

Document management within Sherm Software is a vital feature that helps organisations efficiently handle and maintain various documents related to safety, health, employees, and risk management activities.

Key Features of Document Management with Sherm Software

1. Centralised Document Storage

Stores all types of documents, including policies, procedures, reports, manuals, and training materials, in a single repository.
Supports various file formats up to a file size of 4MB.

2. Advanced Search and Filtering

Offers robust search capabilities to quickly find documents based on keywords, tags, or other metadata.
Provides filtering options to narrow down search results and find relevant documents efficiently.

3. Role-Based Access Control

Allows administrators to set permissions and access levels for different users based upon Site and Department.
Ensures that only authorised personnel can view, edit, or delete specific documents through Document Handlers.

4. Version Control and Audit Trail

Tracks changes and maintains a history of document versions.
Provides an audit trail showing who made changes, what changes were made, and when.

5. Document Sharing and Collaboration

Enables users to share documents with colleagues or external partners.
Supports collaborative features such as commenting and annotations.

6. Automated Workflows

Automates document-related workflows, such as review and approval processes, review cycles, and distribution upon approval to all relevant persons.
Ensures timely review and approval of documents by routing them to the appropriate personnel and the Monthly Data Analysis Report to management.

7. Notification Reminders

Sends automated notifications for document-related activities, such as when a document is updated, approved, or due for review.
Helps keep users informed and ensures timely action on important documents through Dashboard Notifications.

8. Compliance Management

Helps manage compliance-related documents and ensures they are up-to-date and accessible during audits.
Provides tools to track compliance deadlines and regulatory requirements.

9. Document Templates

Sherm offers customisable document templates for creating standard documents, ensuring consistency and adherence to organisational standards and requirements.
Simplifies the document creation process and reduces the risk of errors as we have done most of the work for you.

10. Mobile Access

Allows users to access company documentation from mobile devices, ensuring flexibility and convenience.
Improves the knowledge base of workers with ready access to relevant information pertaining to job tasks.

Key Benefits of Document Management in Sherm Software

1. Centralised Repository

Provides a single, centralised location for storing all documents, ensuring easy access and retrieval.
Reduces the risk of document loss and ensures all team members are working with the most up-to-date information.

2. Improved Compliance

Helps maintain compliance with industry regulations and standards by ensuring all required documents are properly stored and easily accessible.
Facilitates quick and accurate responses to audits and inspections.

3. Enhanced Collaboration

Allows multiple users to access, review, and collaborate on documents in real-time during the review process.
Improves team collaboration by providing tools for document sharing and linking documentation to Manage Training.

4. Increased Security

Ensures that sensitive documents are stored securely, and that access is controlled based on user roles and permissions.
Protects against unauthorised access and potential data breaches.

5. Efficient Document Retrieval

Speeds up the process of finding and retrieving documents through advanced search functionalities.
Reduces the time spent on searching for documents, thereby increasing productivity.

6. Version Control

Maintains a history of document revisions and versions, ensuring that the latest version is always available.
Provides a clear audit trail of changes made to documents.

7. Archive Documents

Maintain all archived documents that are no longer relevant to the organisation, including all previous versions.
Provides evidence of documented information should it ever be required as part of an investigation or litigation

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